NYSE$YOU

Clear Secure Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Clear's Q3 2024 performance was marked by revenue growth, increased bookings, and strategic expansions in identity verification solutions.

Clear Secure, Inc. reported strong Q3 2024 financial results, with revenue increasing by 23.7% to $198.4 million and total bookings growing by 18.7% to $227.5 million. The company saw growth in total cumulative enrollments and platform uses, as well as active CLEAR Plus members. CLEAR also focused on expanding its secure identity network through enterprise integrations and new product launches.

  • Revenue increased by 23.7% to $198.4 million, and total bookings grew by 18.7% to $227.5 million.
  • Total cumulative enrollments reached 26.5 million, driven by growth in CLEAR Verified and CLEAR Plus enrollments.
  • Active CLEAR Plus Members increased to 7.2 million, up 12.2% year-over-year.
  • The company repurchased 4 million shares and continues to optimize the CLEAR Plus member experience.

Headline financials

Total Revenue

$198M

Previous: $160M+23.7%
EPS

$0.25

Previous: $0.21+19.0%
Total Bookings

$228M

Previous: $192M+18.7%
Total CLEAR Members

26.5M

Previous: 18.6M+42.2%
Total Platform Uses

220.4M

Previous: 167.4M+31.7%
Active CLEAR+ Members

7.2M

Previous: 6.4M+11.7%
Gross Dollar Retention

89.0%

Previous: 88.5%+0.6%
Annual Member Usage

7.1

No prior period
Capital Expenditures

-$9.26M

Previous: -$21.8M+57.6%
Free Cash Flow

$14.2M

Previous: -$6.48M+319.3%
Net Income

$23.5M

Previous: $15.3M+52.9%
Operating Income

$35.1M

Previous: $19.3M+82.0%
Gross Profit

-$44.4M

Previous: -$34.9M-27.2%
R&D Expense

$17.4M

Previous: $11.8M+47.8%

Revenue & EPS history

Clear · Revenue · Quarterly

$198M

Q3 2024+23.7%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The company expects fourth quarter 2024 revenue of $202-$204 million and Total Bookings of $224-$226 million. For the full year of 2024, they expect to deliver expanding margins and Free Cash Flow growth of at least 40% versus 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+2.3%

Avg return

Earnings day

+4.8%

Avg return

5 days after

+3.4%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+39.3%

Q4 2025

Best reaction

-10.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%-3.3%-8.3%
Q4 2025+39.3%+43.5%+41.7%
Q3 2025+0.8%+17.2%+5.4%
Q1 2025-0.2%-4.2%+2.7%
Q4 2024-6.5%+0.0%+11.7%
Q3 2024-0.3%-24.6%-25.7%
Q2 2024-9.6%+13.3%+42.3%
Q1 2024+0.2%-3.8%-5.4%
Q4 2023+4.5%+2.7%+15.5%
Q3 2023-1.0%+10.1%+25.1%
Q2 2023-0.1%-0.7%-5.7%
Q1 2023+3.7%-1.1%+2.5%
Q4 2022-6.2%-4.6%-14.9%
Q3 2022+2.9%+25.1%+22.9%
Q2 2022+3.4%-5.1%-14.3%
Q1 2022+12.3%+36.6%-7.8%
Q4 2021+10.0%+14.0%+34.3%
Q3 2021-2.2%-14.2%-41.8%
Q2 2021-10.7%-9.0%-15.5%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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